Jody David Bruce

United Brokerage Services INC

25 Years of Experience

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Firm Information

United Brokerage Services INC

Compensation

Fee-Only (AUM)

Number of Advisors

48 advisors

Number of Clients

1,904 clients

Average Client Portfolio

$204K average

Assets Under Management

$389.1M

Fee Structure

The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.

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Areas of Practice

Investment Management

Advisor Information

Office location

9951 Brook Rd, Glen Allen, VA, 23060

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jody is an agent for Midland National, servicing existing clients with fixed life insurance products since 2019. This activity requires minimal time and is not securities related.